Skip to main content Scroll Top

Your Team

The SFA team is includes experienced professionals from all aspects of the wealth management field. Each team member is directly accessible to provide support and guidance. Department leaders are listed below.

Julie Sullivan

President, SFA
Senior Vice President,
SFA Partners
Vice President, Advisor Relations, SFA Partners
Manager, Onboarding and Advisor Experience, SFA Partners
Assistant Vice President, Compliance, SFA Partners